Institutional Ownership Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS). We have compiled data on the 3,343 institutions that hold shares in the stock, with a total of 1.21 Billion shares, which have been reported (via 13F filing form) to have a value of $113 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Fsc Wealth Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
788
shares
|
$73,835
0.06% of portfolio
|
Q1 2024
Added 0.13%
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Aug 13, 2024 Q2 2024 |
782
shares
|
$73,273
0.03% of portfolio
|
Q1 2024
Reduced 32.88%
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 07, 2024 Q2 2024 |
766
shares
|
$71,774
0.01% of portfolio
|
Q2 2024
Added 1.19%
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 15, 2024 Q2 2024 |
751
shares
|
$70,368
0.06% of portfolio
|
Q2 2024
Added 2.6%
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
749
shares
|
$70,181
0.02% of portfolio
|
Q4 2022
New holding
|
|
Canton Hathaway, LLC
|
Jul 22, 2024 Q2 2024 |
745
shares
|
$69,806
0.02% of portfolio
|
Q4 2022
Reduced 76.61%
|
|
Country Trust Bank
|
Jul 12, 2024 Q2 2024 |
736
shares
|
$68,963
0.0% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
Advantage Trust CO
Salina, KS |
Aug 09, 2024 Q2 2024 |
730
shares
|
$68,401
0.05% of portfolio
|
Q4 2023
New holding
|
|
Timber Creek Capital Management LLC
|
Jul 18, 2024 Q2 2024 |
713
shares
|
$66,808
0.02% of portfolio
|
Q1 2019
Added 30.35%
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
710
shares
|
$66,527
0.01% of portfolio
|
Q3 2022
New holding
|
|
Abound Wealth Management
Franklin, TN |
Aug 09, 2024 Q2 2024 |
693
shares
|
$64,934
0.03% of portfolio
|
Q2 2024
Reduced 3.62%
|
|
J.Safra Asset Management Corp
|
Jul 17, 2024 Q2 2024 |
674
shares
|
$63,153
0.01% of portfolio
|
Q2 2024
Added 24.81%
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 29, 2024 Q2 2024 |
662
shares
|
$62,029
0.07% of portfolio
|
Q4 2023
New holding
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2024 Q2 2024 |
651
shares
|
$60,998
0.02% of portfolio
|
Q4 2023
Reduced 26.11%
|
|
Lowe Wealth Advisors, LLC
|
Jul 09, 2024 Q2 2024 |
646
shares
|
$60,530
0.03% of portfolio
|
Q1 2024
Reduced 13.4%
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 14, 2024 Q2 2024 |
644
shares
|
$60,342
0.05% of portfolio
|
Q4 2023
New holding
|
|
Ogorek Anthony Joseph
|
Aug 08, 2024 Q2 2024 |
620
shares
|
$58,094
0.02% of portfolio
|
Q2 2024
Added 10.52%
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jul 17, 2024 Q2 2024 |
615
shares
|
$57,625
0.04% of portfolio
|
Q1 2024
Reduced 97.06%
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 08, 2024 Q2 2024 |
605
shares
|
$56,688
0.02% of portfolio
|
Q2 2024
Reduced 28.4%
|
|
Paladin Advisory Group, LLC
|
Jul 24, 2024 Q2 2024 |
599
shares
|
$56,126
0.05% of portfolio
|
Q2 2024
Reduced 31.54%
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
599
shares
|
$56,126
0.01% of portfolio
|
Q2 2024
Added 20.28%
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jul 26, 2024 Q2 2024 |
595
shares
|
$55,751
0.26% of portfolio
|
Q2 2024
Reduced 84.37%
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
595
shares
|
$55,751
0.05% of portfolio
|
Q4 2023
New holding
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 15, 2024 Q2 2024 |
591
shares
|
$55,376
0.03% of portfolio
|
Q4 2023
New holding
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
585
shares
|
$54,814
0.06% of portfolio
|
Q4 2021
New holding
|